MB-210 Microsoft Dynamics 365 for Customer Engagement for Sales
Kursdatoer er ikke helt avklart ennå, men kontakt kurs@bouvet.no for påmelding!
Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Target audience
A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
After completing this course, you will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Prerequisites:
Familiarity of business applications and the desire to customize and implement them for your business.
Agenda
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.
Lessons
- Sales overview
- Configuring Sales
- Module summary
After completing this module, you will be able to:
- Install and configure the sales application.
- Identify common sales scenarios.
Module 2: Working with Opportunities
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
Lessons
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary
After completing this module, you will be able to:
- Create customer records.
- Use sales tooling.
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.
Lessons
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
After completing this module, you will be able to:
- Create and use the product catalog.
- Add quotes to opportunities.
- Complete a sale with an order.
Module 4: Sales Analytics and Insights
In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.
Lessons
- Overview
- Power BI
- AI for Sales
- Modules summary
After completing this module, you will be able to:
- Create and use goals.
- Integrate with PowerBI.
- Enable Sales AI functionality.
Ønsker du å samle flere ansatte til et bedriftsinternt kurs?
Finner du ikke det helt optimale kurset eller kombinasjonen av kurs? Da ordner vi det - sammen. Vi kan tilrettelegge kurs slik at de inneholder akkurat det dere har behov for. Vi kan sette opp et helt nytt kurs, eller tilpasse eksisterende kurs og materiell. Flere medarbeidere kan selvfølgelig også samles til et eget felles kurs, for maksimal effektivitet. Ta kontakt med meg for et forslag til gjennomføring og et tilbud basert på deres behov.
